Service Autopilot Reviews

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Service Autopilot is the hub of the entire business as it contains all lead, client, and employee information.  The automations are a huge step up for productivity and ease of systems.

Service Autopilot is not easy to use or set up. It is less intimidating if you are the kind of person that likes to jump into a new software and just poke around. There are so many aspects that even once you know the basics, there is always something to tweak in the workflow. Unfortunately, after SA was purchased by Clearent (a credit card merchant) a couple of years ago, the customer service and general functioning has gone downhill. There are often slow days (everything slow to load) while working in the software that make it unusable for a period of time. They also have a closed API and so don't integrate with other programs. There is a version 3 in the works for a couple of years now (always beta, not complete), but it seems less intuitive and worse laid out than version 2.

I loved its ease of use and how easy it was to teach my workers how to use it. It also has tons of extras that really come in handy when it comes to managing all aspects of business

I hate that it imploded on itself after using it for multiple years.

Features! This software can literally do anything you need it to! I have tried just about every maid service software out there and Service AutoPilot is hands down the best one and offers the most customizability and different functions! Also the amount of reports you can run through SAP is unreal! You can easily get a snapshot of your business at your fingertips. I love it!

It does take some time and patience to learn and get everything set up. The positive is you can layer your learning to help the process be more smooth. The other positive with that is it takes time to fully learn and utilize all of the functions because it really does so much!

Such kind words! Thank you Ashley. We are extremely pleased that we could make such an impact on your business!

What I like most about this sofftware is that you can literally build your OWN service management tool. Service Autopilot is the most customizable software I've come across that has just about everything you can imagine you'll need to run a service-based business that services large numbers of customers.

This software definitely has a fairly steep learning curve and the training sessions are a little pricey, but it is absolutely worth the time, effort and money.

Automations were the attraction. They also have a very nice and easy to use dispatch board.

Over the past year they have gone through three acqusitions and each time they have bumped the price, removed features and attempted to launch a new version of the platform. Well, 18 months into it, the new version still isn't up and the old version is neglected. Every update they make comes filled with bugs and removing really important features. Then an email from the [SENSITIVE CONTENT HIDDEN]...

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All functions of SAP are exactly what you need to run your company efficiently. We absolutely love the Maps Pro for estimating our clients property. That alone saves us hours of work weekly.

There really is nothing that we don't like about SAP.

This software routes our crews, manages our clients, makes our estimating process faster, and overall has allowed us to grow as a company. We would not have been able to be where we are now without it.

The hardest thing about the software is the learning curve. There are so many features that it takes awhile to have it fully implemented but Service Autopilot has training sessions that we utilized to make that process easier.

Never have to worry about forgetting to schedule or invoice clients! Tracks anything from scheduling to "Job Costs."

Takes a little time to learn the system and enter in all your existing clients information correctly. But once you do this IMPORTANT step, its all gravy!

time tracking converts to invoicing

Very weak on the accounting side. Minor glitches in the drop down boxes are annoying.

This product has a great user experience. The screens are easy to comprehend and it flows well, so any user is able to learn it quickly. It provides the crews with the ability to check in and out of each client site, providing real time data, requiring less admin time to enter it. And we love it's ability to sync with QuickBooks, which has worked very well.

The database response time when scheduling is very slow, which costs us a lot of time everyday waiting for it to load multiple times as we navigate from screen to screen. This software requires jobs (work orders) to be scheduled to a waiting list and then dispatched for scheduling, unless it's a recurring job you set up to automatically populate on a specific day/schedule. When loading the waiting...

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Feature packed, routing, assigning jobs to crews, client data etc

Theres too many to count. Its become a joke around the office. The software is glitchy, and after 3 years of using it, we continue to find issue after issue. Payments that were entered somehow vanished, basic things such as being able to search for payments or other data is sometimes lacking as well. They seem to be in a HUGE rush to push the latest NEW FEATURE, that they never get any of the old features solidified. The snow plowing side of the software is completely different than the lawn side, which is very odd and requires learning 2 different ways of creating routes and dispatching crew etc.

- Automations (sending automated messages for marketing/collection etc.) - Automated arrival preferences (again, part of what they call Automations -Able to text clients from software - Setting up To Do's for employees - One report - Job Costing - has potential to make price increase easier to evaluate for under-performing accounts - Time saved entering leads

- Closed API - so make sure you want to own and be owned by this one software - Not able to get support on your schedule (wait for a call back which may happen when you can't take the call) - Fast growth and race to add features seems to have created a back log on issues - Can't open a client account right from the calendar - Issues with the Quickbooks Online synch - Scrolling through a client's receivables is wonky (you have to click to load more transactions)

I like the estimate presentation, how customers can e-sign estimates, the forms feature except for all the glitchiness on the app

Software is over engineered. Help features skip a lot of info when going through the steps that I had to figure out myself. NOT user friendly at all. Almost impossible and extremely time consuming trying to teach this to office staff. Ive spent countless waisted hours trying to figure out why something in the system doesnt and if you dont do something the right way then its game over. Its actually...

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1. Excellent Customer Service - almost always answer the phone live when we call. 2. CRM with To Do, Call, Touchpoint, Email tracking is huge because we manage 100's of calls per day and have over 30 users. 3. SA has the most advanced scheduling. This is critical because we perform over 800 services per day. 4. Mobile & Accessible from anywhere - part of our company works from the office, part...

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1. Need more reports. Reports are good but we need a custom report generator. We've been told it is coming next year. 2. Need chemical tracking. We've heard it's coming at the end of this year (2012). 3. We need the system to integrate with our phone system. 4. We were one of the very first users so we had some issues in the very beginning. They fixed all of them. But because we were one of the first several years ago we probably spent more time getting started than most companies do.

Dispatching, time clock, QB on line integration I hear is coming now, tracking when it use to work, affordable and for the most part easy to use

The app no longer gives GPS tracking of the employee or the location of their trucks, now when we download the app on the iPad it no longer requests to use the app location, this is a much needed feature for us and will probably cause to find new software as SA can't seem to give us an answer as to why this is no longer requesting their location, on our iPads that we have not reinstalled the app it still requests their location.

Two way sync with Quickbooks, the batch credit card function, dispatching and great mobile app, pretty much everything.

I wish I could TEXT multiple people at one time, but its probably possible I just dont know how too.

cloud based, customer input is valued

I think the scheduling could be better. The tablet functions could be cleaner

Makes syncing with Quickbooks and my credit card providers a breeze. Saves me time with forms and automation.

Not being able to find the time to learn and use all the features.

Functionality! It's always improving. Older software we used to use was never updated. Easy to use and you can actually "dumb" it down to just the features you need. Very customizable.

More consistency in the interface. Would like native Android and IOS apps. Would like to print receipts in truck when using mobiles.

I like that I don't need different software to handle different functions. Service Autopilot handles almost everything. Employee time clock, GPS, scheduling, CRM, estimates, job communications, automations and more.

It can become expensive as mobile users are added. It can be difficult to learn because it is complex. Once you understand the system, it is not difficult to use.

The ability to communicate seamlessly between the job site and the office through job notes. It makes customer communication so easy and efficient!

Nothing! The staff is extremely responsive and always quick to troubleshoot and help with any issues.

Very essential for running a service based business. Highly functional and makes admin a breeze. I wouldnt go into the service business without it.

Cant really think of any cons. Maybe price but I can definitley justify the monthly cost for the upside in being more efficient. Its great

Quick customer service. Easy to use. Integrates with QB.

Gets a little costly with several users.